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The Customer Efficiency screen displays information regarding Sales YTD , Gallons Delivered YTD, Number of Deliveries , Average Gallons Delivered , Average Sale Amount , and Delivery Efficiency per tank. The screen displays Current Year ,...
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Tank readings are recorded each time a delivery is made. Only Delivery Type 2 (Keep Full) customers will adjust the Current K-Factor, update tank %, Old DD Reading , New DD Reading , Glns Deliv , etc. The Tank Reading screen also displays bar g...
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There are several options when printing Tickler reports. Print Tickler reports based on Customer # , a Date Entered range, Tank Serial # , or Tickler Type . To print a Tickler report, select Tickler from the Main Menu . Enter the criteria...
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Appliances and service contracts can be entered into the Appliance module. Tracking appliance information helps to aid with establishing a daily use rate for the customer. This information also communicates to EnergyTrack Re-Engineered so the driver...
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Zoom & Pan # 1 Rule for Using EnergyMap Always have the correct layer selected before attempting to use any feature such as table view, details, scheduling, or creating route boundaries. Zoom In and Out Zoom in/out by using the scroll wheel on...
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Map Settings Select the Settings icon located on the Map toolbar. Choose each tab to customize. Filters Enable filters to specify which tanks display when scheduling tanks for delivery. Show auto-fill tanks which are between – Di...
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Select the appropriate Tank Layer located on the Layers tab ( Propane or Other Non-Propane Tanks). Select the Boundaries tool located on the EnergyMap Palette. Choose Draw Route Boundary . Select on the map where to begin the boundary...
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Highlight the appropriate layer for editing ( Propane Boundary Lines or Other Boundary Lines ). Zoom in to the route boundary area to be edited. Select the Editing tool located on the Palette. Select Edit Geometry . Choose the route bo...
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The Tank Hold feature can be used for a number of reasons – mostly due to seasonal individuals, people on collection hold and etc. Press Ctrl+M to modify. Enter the beginning Hold Date . Enter the Hold Reason code (press F5 to access t...
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From the Customer Maintenance screen, select Energy-Image . Choose Create . Indicate the Image Type from the drop-down menu. Select Attach from Existing . This will populate all images of the selected Image Type that have already been lin...